Keith Brennan Email & Phone Number
Vice President, Relationship Manager @ Capital Group Private Client Services
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Keith Brennan Location
- New York, NY, US
Keith Brennan Work
- Vice President, Relationship Manager @ (April 2026 - Present)
- Senior Trading and Operations Associate | Team Kaminsky @ (September 2024 - March 2026)
- Vice President, Portfolio Analyst @ (October 2021 - April 2024)
- Senior Client Associate | Wealth Management @ (May 2015 - September 2021)
- Investment Solutions @ (January 2011 - April 2015)
Keith Brennan Education
- Penn State University
BS (Finance)
- Baruch College
MBA
Keith Brennan Skills
- Leadership
- Management
- Financial Modeling
- Portfolio Management
- Investments
- Risk Management
- Trading
- Accounting
- Series 66
- Asset Allocation
- Analysis
- Financial Services
- Equities
- Series 7
Keith Brennan Summary
- Keith Brennan, based in New York, NY, US, is currently a Vice President, Relationship Manager at Capital Group Private Client Services. Keith Brennan brings experience from previous roles at Neuberger, First Manhattan and RBC Rochdale. Keith Brennan holds a BS in Finance @ Penn State University. With a robust skill set that includes Leadership, Management, Financial Modeling, Portfolio Management, Investments and more. Keith Brennan has 2 emails and 1 mobile phone numbers on RocketReach.
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